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Shannon and Mike Planning Session 4: The Boring Middle
Manage episode 446472983 series 3464589
In the next episode of The Childfree Wealth Podcast we’re back to Dr. Jay’s Financial Planning and Life Coaching series with Shannon and Mike! In session 4, CFP® Dr. Jay talks with Shannon and Mike about their major financial milestone—paying off their home. 🏡💸 But what’s next for this couple? Dr. Jay helps them explore how to allocate their financial freedom.
Together, they discuss Shannon’s new job 👩💻, how to balance extra income between travel ✈️, investing 📈, and giving back through random acts of kindness 💖.
This episode focuses on navigating the 'boring middle' of financial stability with purpose and impact 🌱. With Dr. Jay’s expert advice, they work on setting financial goals, creating a brokerage account, and keeping estate planning on track. Tune in for actionable tips and insights to inspire your own financial journey!
Pre-order your copy of Dr. Jay's new book " The Childfree Guide to Life and Money" today to win a Childfree Wealth® Checkup with Dr. Jay! To Enter simply send proof of purchase to media@childfreewealth.com
Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+to+life+and+money
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
117 episoade
Manage episode 446472983 series 3464589
In the next episode of The Childfree Wealth Podcast we’re back to Dr. Jay’s Financial Planning and Life Coaching series with Shannon and Mike! In session 4, CFP® Dr. Jay talks with Shannon and Mike about their major financial milestone—paying off their home. 🏡💸 But what’s next for this couple? Dr. Jay helps them explore how to allocate their financial freedom.
Together, they discuss Shannon’s new job 👩💻, how to balance extra income between travel ✈️, investing 📈, and giving back through random acts of kindness 💖.
This episode focuses on navigating the 'boring middle' of financial stability with purpose and impact 🌱. With Dr. Jay’s expert advice, they work on setting financial goals, creating a brokerage account, and keeping estate planning on track. Tune in for actionable tips and insights to inspire your own financial journey!
Pre-order your copy of Dr. Jay's new book " The Childfree Guide to Life and Money" today to win a Childfree Wealth® Checkup with Dr. Jay! To Enter simply send proof of purchase to media@childfreewealth.com
Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+to+life+and+money
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
117 episoade
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